Our Story
Our Story
Our Story
Our Story
With 60+ years of combined experience in financial services & fintech, our leadership team has observed first hand the inefficiencies in the way companies access capital and M&A markets today.
We created SocraticsAI because we wanted to bring top-tier advisory services to every small & mid-size company.
With 60+ years of combined experience in financial services & fintech, our leadership team has observed first hand the inefficiencies in the way companies access capital and M&A markets today.
We created SocraticsAI because we wanted to bring top-tier advisory services to every small & mid-size company.
With 60+ years of combined experience in financial services & fintech, our leadership team has observed first hand the inefficiencies in the way companies access capital and M&A markets today.
We created SocraticsAI because we wanted to bring top-tier advisory services to every small & mid-size company.
With 60+ years of combined experience in financial services & fintech, our leadership team has observed first hand the inefficiencies in the way companies access capital and M&A markets today.
We created SocraticsAI because we wanted to bring top-tier advisory services to every small & mid-size company.
Our Team
Our Team
Our Team
Our Team
Experience Meets Innovation
20+
years of deal execution
20+
years of deal execution
20+
years of deal execution
20+
years of deal execution
20+
years bulding software + AI
20+
years bulding software + AI
20+
years bulding software + AI
20+
years bulding software + AI
30+
years of financial service sales
30+
years of financial service sales
30+
years of financial service sales
30+
years of financial service sales
$70M
past venture capital raised
$70M
past venture capital raised
$70M
past venture capital raised
$70M
past venture capital raised
Tim Eun, MBA
Founder, CEO & Sales
>$7B M&A executed, $200M+ revenue generated, $70M+ venture capital raised
Tim Eun, MBA
Founder, CEO & Sales
>$7B M&A executed, $200M+ revenue generated, $70M+ venture capital raised
Tim Eun, MBA
Founder, CEO & Sales
>$7B M&A executed, $200M+ revenue generated, $70M+ venture capital raised
Tim Eun, MBA
Founder, CEO & Sales
>$7B M&A executed, $200M+ revenue generated, $70M+ venture capital raised
Derek Boman, MBA
Chief Product Officer
Decade of fintech product & user experience design leadership
Derek Boman, MBA
Chief Product Officer
Decade of fintech product & user experience design leadership
Derek Boman, MBA
Chief Product Officer
Decade of fintech product & user experience design leadership
Derek Boman, MBA
Chief Product Officer
Decade of fintech product & user experience design leadership
David Zaretsky, PhD
Chief Technology Officer
25 years in AI, technology innovation, and leadership
David Zaretsky, PhD
Chief Technology Officer
25 years in AI, technology innovation, and leadership
David Zaretsky, PhD
Chief Technology Officer
25 years in AI, technology innovation, and leadership
David Zaretsky, PhD
Chief Technology Officer
25 years in AI, technology innovation, and leadership
Johan Joseph, CFA
Head of Customer Success
35 years of strategy consulting to financial institutions
Johan Joseph, CFA
Head of Customer Success
35 years of strategy consulting to financial institutions
Johan Joseph, CFA
Head of Customer Success
35 years of strategy consulting to financial institutions
Johan Joseph, CFA
Head of Customer Success
35 years of strategy consulting to financial institutions
Andrew Cohen, CFA, CPA
Head of Modeling & Analytics
6+ years of CFO, corporate finance, private equity & transaction advisory.
Andrew Cohen, CFA, CPA
Head of Modeling & Analytics
6+ years of CFO, corporate finance, private equity & transaction advisory.
Andrew Cohen, CFA, CPA
Head of Modeling & Analytics
6+ years of CFO, corporate finance, private equity & transaction advisory.
Andrew Cohen, CFA, CPA
Head of Modeling & Analytics
6+ years of CFO, corporate finance, private equity & transaction advisory.
Strategic Advisors
Strategic Advisors
Strategic Advisors
Strategic Advisors
Empowered by Industry Leaders
Join Us
Join Us
Join Us
At SocraticsAI, we're building a culture of curiosity, resilience, & innovation. We value open minds, hard work, and the collaborative spirit that drives us forward. Together, we're crafting solutions that matter, for an investment future we believe in.
At SocraticsAI, we're building a culture of curiosity, resilience, & innovation. We value open minds, hard work, and the collaborative spirit that drives us forward. Together, we're crafting solutions that matter, for an investment future we believe in.
At SocraticsAI, we're building a culture of curiosity, resilience, & innovation. We value open minds, hard work, and the collaborative spirit that drives us forward. Together, we're crafting solutions that matter, for an investment future we believe in.
Open Positions
Palo Alto, CA, USA
Palo Alto, CA, USA
Palo Alto, CA, USA
Palo Alto, CA, USA